Summit Wealth Group’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18.1M Buy
2025
Q1
$5.22M Buy
2024
Q4
$5.07M Sell
2024
Q3
$5.83M Sell
2024
Q2
$6.17M Buy
2023
Q3
Sell
2023
Q2
$1.66M Sell
2023
Q1
$21K Buy